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Home > Institutional Investor > Colony Family Offices, Llc > Profile

Instuitional Investor - Colony Family Offices, Llc

Fund Profile
Filing Period:
Fund Name: Colony Family Offices, Llc
Portfolio Value $400,559,160
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 1,135,015 $84,184,095 21.02%
2.
Ishares Trust
 VLUE 650,927 $58,231,890 14.54%
3.
Ishares Trust
 IEF 301,817 $36,272,367 9.06%
4.
Vanguard Intl Equity Index Funds
 VWO 453,216 $24,364,870 6.08%
5.
Dimensional Etf Trust
 599,090 $19,512,353 4.87%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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